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Scot Bommarito and William Maher of RCLCO Fund Advisors identify some emergent green shoots in the office sector. The post Green Shoots Spotted in the Office Sector appeared first on AFIRE .
At EastPoint, community participation extended beyond public meetings to include governance and financial stake in the project’s success.
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Eight of the 11 super-regional banks with comparable linked-quarter data reported higher commercial real estate (CRE) balances in the second quarter. But growth was uneven, and at several banks reflected acquisitions, greater utilization, or extensions that delayed runoff as much as new originations, while legacy…
The Australian industrial and logistics market is entering a new phase, transitioning away from the speculative supply boom seen after COVID-19, when developers reacted to the market dynamics of high demand and very low vacancy. In turn, have once again responded as the market navigates peaking vacancy and economic…
The National Council of Real Estate Investment Fiduciaries (NCREIF) reported improving returns for both of its key quarterly indices for the second quarter of 2026. The NCREIF Property Index posted a slightly higher unleveraged quarterly return along with the highest total return for the trailing four quarters…
Northern California’s commercial real estate developers are betting on an artificial-intelligence-fueled rebound in San Francisco and Silicon Valley, but persistent cost and interest-rate uncertainty is keeping shovels in the ground everywhere except multifamily and retail. San Francisco and Silicon Valley have…
Vorig jaar augustus voorspelden we dat het aantal executieveilingen binnen hotelvastgoed en leisure zou toenemen. Een jaar later zien we die ontwikkeling daadwerkelijk terug in de praktijk. Niet alleen grote recreatiecomplexen, maar ook vakantieparken, recreatiewoningen en chalets komen steeds vaker via een…
Colliers’ Q2 2026 report found Bay Area office vacancy fell to 20 percent and sublease space hit its lowest level since early 2020, as a surge in AI-driven venture funding — $162.2 billion into San Francisco companies so far this year — pushed leasing volume toward the strongest annual pace of the current cycle.…
After several years of unprecedented industrial expansion, the Charlotte market is entering a more disciplined phase of growth, and that may ultimately prove healthier for the region long term. While headlines continue to focus on elevated vacancy rates, the underlying fundamentals of the market remain sound,…
For commercial real estate and commercial mortgage-backed securities investors, brokers and lenders trying to separate signal from noise in a choppy market, granularity is everything. CRED iQ‘s July 2026 reporting period data looks to provide exactly that with a loan-level view of distress across the $600…
De leisuremarkt groeit al jaren en de vraag naar vakantiewoningen blijft onverminderd groot. Maar groei alleen maakt een project nog niet financierbaar. De eerste vraag die wij stellen is dan ook: hoe duurzaam is het verdienmodel? Wat mij betreft zit de werkelijke waarde van leisurevastgoed namelijk niet in de…
Growth is broadening, not relocating
Image Panelists discussed how sustainability data is helping REITs drive investment decisions, engage investors, strengthen governance, and create long-term value across property sectors.
Image Second quarter REIT performance and sector specific trends were among the topics discussed during the July 14 FTSE Nareit U.S. Real Estate Indexes in Review & What’s Next webinar.
Image Data center REITs own and manage highly specialized facilities that house the critical IT infrastructure that powers today’s economy.
Image Deloitte's latest commercial real estate outlook points to stronger capital markets, continued demand for high-quality assets, and growing use of strategic partnerships.
Image Favorable supply and demand dynamics drive strong performance metrics for this new REIT.
Six forces, reconsidered
O mercado do Rio de Janeiro registra a menor vacância dos últimos 11 anos, com absorções em patamar semelhante ao do trimestre anterior
2026年通年の投資額は前年より10％以上増加し7兆円に達すると予測
Commercial real estate lending is reopening in 2026, as Fed rate stability, bank activity, CMBS demand and selective capital reshape refinancing. The post The Fed Stayed Put. The CRE Lending Market Has Not. appeared first on Propmodo .
The tide is beginning to turn back in favor of multifamily landlords, but it’s still too early to get excited. Developers are starting to pull back on leasing incentives and bring rents back up after an oversupply benefited renters. At the end of the second quarter, the number of new leases (13,774) surpassed the…
Something significant has shifted in Germany's construction industry, largely without being planned. For the first time, the data suggests that renovation, conversion and repurposing of existing buildings are on the verge of overtaking new-build as the dominant form of construction activity in the country.
Germany's hotel market remains open for business in 2026. At the halfway stage, overnight stays are edging higher, investment transactions continue to take place and financing remains available for the right assets. Yet this apparent resilience disguises a market that has become far more discriminating, with…
Germany's rental market is no longer defined simply by rising rents. It is increasingly defined by falling residential mobility. As inadequate housing supply, limited housing turnover and worsening affordability reinforce one another, tenants are remaining in existing homes for longer whilst competition intensifies…
Between the end of 2023 and the end of 2026, residential projects totalling 30.1 million square metres of living space were scheduled for completion across Germany. Around 9.4 million square metres — equivalent to roughly 125,000 homes — will not be delivered. Felix Embacher , managing director of researchers…
Imagine two neighbours in the same apartment building in Munich. Both bought identical apartments for €300,000 in the same year, under the same conditions, with the same financing. One lives in their apartment. The other rents it out. After fifteen years, the landlord has achieved a return on equity of just under…
Homeowners who borrowed during Germany’s era of ultra-cheap money are now reaching refinancing day — and discovering that refinancing in 2026 is not simply about paying a higher interest rate. It is about reconciling two very different financial realities: being substantially wealthier on paper while facing a much…
When REFIRE last updated readers on Germany's open-ended property fund sector in Issue 257, Leading Cities Invest had just become the first fund to enter formal liquidation. The situation has since moved quickly. By the end of June, two further funds had followed: Habona Nahversorgungsfonds Deutschland suspended…
Frankfurt's office market has just produced two headlines that appear to describe different cities. Prime rents in the Central Business District reached €55 per square metre during the second quarter of 2026 — a new all-time high, surpassing even the peak of the dotcom boom. At the same time, office take-up during…
German commercial real estate is approaching the busiest refinancing year of the current cycle, with more than €40bn in loans maturing in 2026 — and most of that debt was priced when interest rates were a fraction of today's levels. The resulting financing gap could exceed €6bn this year alone, according to new…
For three years, German real estate has been waiting for a wave of non-performing loans to break. It hasn't happened — and not because the underlying distress isn't real. According to panellists at a recent PB3C webinar on how Germany's property market is dealing with financial distress, lenders, borrowers and fund…
A former Deutsche Börse headquarters in Frankfurt now accommodates 3,200 students under a 30-year lease to the City of Frankfurt . Completed in just two and a half years after its conversion from office use, the project offers perhaps the clearest demonstration yet of why educational real estate is beginning to…
Last month, REFIRE published a guest column by REM Capital 's CEO Jan Bewarder , setting out how generous Germany's 2026 subsidy environment had become for real estate investors and describing a rare window in which previously unviable projects could once again make financial sense. That assessment is holding up…
Germany has 2.9 million university students, one of Europe's most severe shortages of purpose-built accommodation, and the most sought-after operational real estate segment among institutional investors. And yet German PBSA transactions stagnated at around €70 million in both 2023 and 2024. That gap between desire…
Something unusual happened in the German real estate market in the first quarter of 2026. Healthcare properties — nursing homes, outpatient medical centres, Ärztehäuser — accounted for 12% of total transaction volume. The historical average is 2-4%. In absolute terms, the sector recorded over €1 billion in…
Germany's property finance market entered 2026 with a fragile optimism that has not survived contact with reality. The German Real Estate Financing Index — the Difi , compiled quarterly by JLL and the Hamburg Institute of International Economics (HWWI) — fell by almost ten points in Q1 2026 to minus 9.1, slipping…
Senior loan spreads in European commercial real estate have nearly tripled since the start of 2024, rising from 1.1% to 3.2% over EURIBOR. That is not a cyclical wobble. It is a structural repricing of debt — and new data published in mid-May suggests the shift is accelerating.
A notable milestone passed almost unnoticed in the German grocery retail investment market last year: for the first time, foreign capital outpaced domestic investment in the sector. It was one of the more striking data points to emerge from a panel discussion on European retail at the Rueckerconsult INVESTMENT Expo…
The day before this panel convened at the Rueckerconsult INVESTMENT Expo in Berlin last week, KanAm Grund signed a lease in the City of London at nearly £110 per square foot. Anthony Bull-Diamond , KanAm's chief executive, mentioned it almost in passing — as live confirmation of a rental trajectory that Philip La…
"Classic core is largely dead. This is the decade of value add." That was Ramin Rabeian 's provocation at last week's Rueckerconsult INVESTMENT Expo in Berlin. The more interesting conclusion, however, was that the distinction itself may no longer matter. What emerged was not a rotation from one strategy to…
It was 50 years ago that the famed blind taste test of Napa and French wines known as the Judgement of Paris crowned the California valley’s vineyards victorious. Overnight, Napa became a global destination synonymous with the world’s best wine. Now, Napa appears poised for another transformative moment. Just an…
The region has a large industrial market and available power, but high land prices and community pushback have kept data center development relatively muted.
Asia Pacific’s data centre development pipeline has reached 25.5 gigawatts, exceeding the region’s 16.1GW of operational capacity as developers race to keep pace with demand from artificial intelligence and cloud computing, according to Savills. The pipeline includes 3.6GW under construction... Read More>> The post…
Australia’s industrial markets turned in a stronger-than-expected second quarter as occupier demand rebounded, with 1.3 million square metres (14 million square feet) of space changing hands through leasing deals nationwide and vacancy declining in four of the country’s five major... Read More>> The post Australia…
Knight Frank analysis of UK investment market conditions and industrial & logistics sector activity during a period of market volatility.
BNP Paribas REIM publishes its latest Lighthouse report presenting market outlook and investment strategies for European real estate in the second half of 2024.
Disclaimer: This text is an excerpt from Trepp's July 2026 CMBS Delinquency Report. To access the full analysis of the report, click here. The Trepp commercial mortgage-backed securities (CMBS) Delinquency Rate increased by 51 basis points to 7.86% in July 2026, led by a group of very large loans whose status moved…
At the 2026 ULI Carolinas Meeting, leaders from government, life sciences, and professional sports argued that housing, infrastructure, and energy systems—not population growth itself—will determine whether the region can sustain its momentum.
You’re currently enjoying free access to this subscriber-only newsletter. If you find it valuable and want it delivered to your inbox every week, subscribe to TRD Data. Welcome to The Data Drop by TRD Data, a weekly look at the numbers shaping real estate. The New York City Department of Finance last week released…
Sinds 1 juli 2026 is de Wet versterking regie volkshuisvesting grotendeels in werking. Volkshuisvestingsprogramma's krijgen een belangrijkere rol, procedures veranderen en gemeenten krijgen nieuwe verplichtingen. Advocaat Zerliene Kruiver-Millenaar van TeekensKarstens advocaten notarissen vertelt wat er verandert…
Sacramento’s office market posted its strongest quarter in years during the second quarter of 2026, absorbing nearly 200,000 square feet and driving vacancy down toward the 20 percent threshold, though a widening gap between trophy and commodity space left much of the recovery concentrated in a handful of…
都市の「住みやすさ」は、これまでライフスタイルにおける１つの魅力として語られることが多かった。しかし、現在では都市の安全性や持続可能性、ウェルビーイングなどに寄与する様々な要素がテクノロジー企業などを惹きつけ、オフィス需要を喚起させ、投資マネーを呼び込む都市の“競争力”として注目されている。
How decision timing, governance design and market pacing shape financial outcomes for universities
Artificial intelligence and cloud computing continue to drive demand for data centers. A new Cushman & Wakefield report said that those facilities offer more than support for cloud computing and artificial intelligence. In From Megawatts to Multipliers: The Data Center Effect on Industrial Demand, Jobs and Local…
Issues such as Federal Reserve policies, climate-related risks, and rising insurance costs have been putting pressure on accurate commercial real estate valuations. This prompted Urban Land Magazine to ask economists: “Do you think commercial real estate values are fully reflecting today’s costs and risks?” The…
America’s retail delivery networks are welcoming a new fleet of autonomous drones. Imagine cooking dinner and realizing you’re missing a key ingredient. A drone-enabled retailer could deliver it to your doorstep in just fifteen minutes. It may sound like a scenario from a science-fiction story, but it’s quickly…
After years of uncertainty in the office sector, shrinking construction pipelines, improving leasing activity, and the ongoing preference for high-quality space are leading to a more selective market. Recent reports from Colliers, Cushman & Wakefield, Lee & Associates, JLL and Plante Moran suggest that the next…
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Commercial loan growth returned across the regional bank group and competition continues for relationship-driven commercial credit even as some banks report modest increases in non-performing assets. Second-quarter results from 11 super-regional banks delivered a more constructive lending signal than in the first…
Delinquency rates for mortgages backed by commercial properties decreased during the second quarter of 2026. That’s according to the Mortgage Bankers Association’s (MBA) latest commercial real estate finance (CREF) Loan Performance Survey, which reported that CMBS delinquencies declined during Q2 but remain…